JOYN Advisors’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
$538K Sell
25,321
-176
-0.7% -$3.74K 0.18% 44
2019
Q4
$898K Buy
25,497
+81
+0.3% +$2.85K 0.19% 31
2019
Q3
$741K Buy
25,416
+1,407
+6% +$41K 0.16% 35
2019
Q2
$674K Buy
24,009
+2,371
+11% +$66.6K 0.15% 47
2019
Q1
$597K Buy
21,638
+800
+4% +$22.1K 0.14% 40
2018
Q4
$513K Sell
20,838
-930
-4% -$22.9K 0.12% 52
2018
Q3
$641K Buy
21,768
+376
+2% +$11.1K 0.12% 43
2018
Q2
$603K Buy
21,392
+7,782
+57% +$219K 0.13% 45
2018
Q1
$408K Sell
13,610
-146
-1% -$4.38K 0.09% 77
2017
Q4
$406K Buy
+13,756
New +$406K 0.09% 101